FREE FINANCIAL PLANNING TOOLS

Helping you plan your financial future with free financial resources.

Proud father standing outside the college admissions office while his daughter speaks to an advisor behind him about college readiness.

College Readiness Guide

Learn about the current costs and if your student is ready for them

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Financial readiness guide concept with a circle made out of pink ceramic piggy banks.

Financial Readiness Guide

Discover if you’re prepared to meet your future financial needs

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Health savings account (HSA) guide concept of a financial advisor holding a graph on his tablit with crossing red and green lines over the bar chart.

Health Savings Guide

Get additional guidance about your Health Savings Accounts (HSA)

 

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Retirement plan guide for business concept of a confused investor holding his head with a hand on his computer.

Retirement Plan Guide for Business

View the fiduciary responsibilities business owners should know

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Social Security and Medicare guide concept of a woman showing a man how to fill out a form on her tablet.

SOCIAL SECURITY & MEDICARE GUIDE

Learn about the current year Social Security and Medicare benefits

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Employer sponsored plans concept of man stepping on wood block labeled benefits that is held up by a financial advisor.

TAX & RETIREMENT GUIDE

Get details about the current year contributions and deductions

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Income tax strategy guide concept of a glass piggy bank with dirt and plants growing inside in the shape of a graph.

Income Tax Strategy Guide

Learn the latest strategies to help you keep more of what you earn

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Estate Planning

See why estate planning is for everyone, not just the super-wealthy

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Guide to paying for college concept photo of a college-aged woman holding books while leaning against a cement pillar.

Guide to Paying for College

Get information about ways to help pay for your loved one’s college

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Preparing For retirement concept with middle-aged woman and man driving down the street in a shiny blue convertible car.

PREPARING FOR RETIREMENT

Learn why retirement readiness is about more than just saving and investing

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Retirement Checklist

Gain access to a printable retirement checklist to help you assess your readiness

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Social Security Strategies

These social security claiming strategies can help you time your retirement

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ENROLLING IN MEDICARE

Learn what is covered by each part and who is eligible to receive it

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Avoiding Investment Bias

See why personal biases we hold can negatively impact our investments

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Guide To charitable giving concept of multiple people jumping in the air in celebration silhouetted in front of the setting sun.

Guide to Charitable Giving

If you hope to leave a legacy, these strategies can help you reach your goals

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Employer sponsored plans concept of man stepping on wood block labeled benefits that is held up by a financial advisor.

Employer Sponsored Plans

See if you are getting the most out of your company’s benefit plan

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What should be included in a living trust?

Funding Your Living Trusts

See what items should and should not be used to fund your living trust

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Aging and dementia concept image of rocks stacked next to a body of water.

AGING & DEMENTIA GUIDE

Learn about activities you can do to help keep your brain healthy

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Preventing elder fraud concept image of an elderly man and woman walking close together in the park.

Preventing Elder Fraud

Find information about tactics used and how to protect yourself

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Steps to take after losing a job concept image shows a group of professional business men and women chatting in casual groups.

Steps to Take After Losing a Job

See a list of recommended financial activities to take after losing a job

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What you need to know about cybersecurity concept of a young hacker in a dark room reading a computer screen.

Guide to Cybersecurity

Learn strategies to help keep you and your family safe from hacking

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*Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.


Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.